A comprehensive case study showcasing how Zoho One unified an entire EdTech ecosystem—from sales and marketing to HR and support—creating a scalable foundation for future-ready learning solutions.
About Proelium Learning Solutions
Adamson Janny
Company Mission
Proelium Learning Solutions Private Limited is a forward-thinking EdTech company integrating cutting-edge technology, AI, and robotics into the learning ecosystem. The organization delivers future-ready learning solutions that empower the next generation of innovators.
Complex Stakeholder Ecosystem
The company manages relationships across multiple stakeholder groups, each with unique needs and touchpoints throughout the customer journey.
Students & Parents
End users seeking innovative learning experiences
Schools & Teachers
Educational institutions implementing programs
Partners
Institutional collaborators expanding reach
Internal Teams
The Challenge: Fragmentation at Every Level
Adamson Janny
Rapid growth exposed critical gaps in Proelium’s operational infrastructure. Without unified systems, the company struggled to maintain visibility, efficiency, and stakeholder satisfaction across its expanding ecosystem.
Disconnected Data Systems
Sales, marketing, and delivery data scattered across multiple systems with no integration
Marketing in the Dark
Limited visibility into campaign performance and ROI made it impossible to optimize marketing spend. Engagement tracking across channels was fragmented, preventing effective lead scoring and personalization.
Manual Lead Management
Follow-ups were handled manually, resulting in missed opportunities and inconsistent engagement. Lead qualification and nurturing lacked structure, impacting conversion rates and customer experience
Operational Inefficiency
Finance, inventory, and contract tracking were disconnected from sales operations. HR, payroll, and recruitment processes relied on spreadsheets. Support handling was ad-hoc without proper ticketing or SLA management.
The Vision: A Unified Digital Backbone
Adamson Janny
Proelium envisioned building a comprehensive digital ecosystem that would transform their operations and stakeholder experience. The solution needed to connect every function—from first contact to ongoing support—while providing leadership with real-time visibility and data-driven insights.
Operational Efficiency
Streamline processes across all departments
Data-Driven Decisions
Enable insights from unified information
Scalability
Build infrastructure to support rapid expansion
- Stakeholder Experience
Deliver seamless journeys across all touchpoints
The Solution: Comprehensive Zoho One Implementation
Adamson Janny
Proelium implemented a full-scale Zoho One ecosystem, integrating 13 applications into a single, seamless platform that covers every aspect of their business operations.
Sales & CRM
Zoho CRM for unified stakeholder management and opportunity tracking
HR & Talent
Recruit, People, Payroll for complete workforce management
Marketing Suite
Marketing Automation, Campaigns, Social, SalesIQ for engagement
Support
Zoho Desk for omnichannel ticketing and service management
- Finance & Operations
Books, Inventory, Contracts, RouteIQ for end-to-end management
Core Implementation: CRM, Marketing & Sales Automation
Adamson Janny
Centralized CRM Database
Built a unified repository for students, parents, schools, teachers, and institutional partners. Lead capture flows from website, campaigns, social media, and events automatically populate the CRM with structured data.
Intelligent Lead Nurturing
Implemented AI-driven marketing journeys with behavioral triggers and lead scoring. Segmented campaigns target parents, schools, teachers, and partners with personalized messaging based on engagement and intent signals.
Automated Sales Workflows
Created structured conversion journeys for school onboarding, institutional partnerships, and program enrollments. Automated follow-ups, reminders, and task assignments ensure no opportunity falls through the cracks.
Omnichannel Engagement
Integrated SalesIQ for website visitor tracking and live chat, Zoho Social for social media management, and email campaigns—all feeding engagement data back into the CRM for complete visibility.
Operational Excellence: Finance, Support & Field Operations
Adamson Janny
Finance & Inventory
Zoho Books + Inventory + Contract
- End-to-end financial management with automated invoicing from CRM opportunities
- GST compliance and receivables/payables tracking
- Inventory management for robotics kits, learning devices, and training materials
- Contract lifecycle management for school agreements, partner contracts, and vendor relationships
Automated renewal alerts and compliance tracking
Customer Support
Zoho Desk
- Omnichannel ticket intake from email, web, chat, and social media
- SLA-based ticket management ensuring timely resolution
- Knowledge base for self-service FAQs
- CSAT tracking to monitor satisfaction across all stakeholder groups
- Support analytics tied to CRM accounts
Field Operations
Zoho RouteIQ
- Route optimization for school visits, training sessions, and partner meetings
- Reduced travel time and operational costs
- Real-time visibility of field team movement
- Integration with CRM for visit scheduling and follow-up tasks
HR & Talent Management: Building the Team for Growth
Adamson Janny
Recruitment Automation
Zoho Recruit streamlines hiring for teachers, technical trainers, operations staff, and sales professionals with automated workflows and candidate tracking.
Performance & Attendance
Centralized attendance tracking, leave management, and performance reviews create accountability and visibility across the organization
Employee Onboarding
Zoho People manages document collection, onboarding checklists, and new hire integration, creating a seamless experience for every team member.
Payroll Processing
Zoho Payroll automates salary processing with full statutory compliance, integrated with attendance and leave data for accuracy
The integrated HR suite replaced spreadsheet-based processes with a fully digital, compliant system. All employee data—from recruitment through retirement—now exists in a central database, enabling HR analytics and workforce planning aligned with business growth.
Measurable Impact: Before & After Transformation
Adamson Janny
360°
100%
13
Unified View
Complete stakeholder visibility across all touchpoints
Process Automation
Eliminated manual follow-ups and data entry
Integrated Apps
Single ecosystem replacing fragmented tools
| Business Area | Before Implementation | After Implementation |
|---|---|---|
| Data Visibility | Siloed systems, no unified view | 360° stakeholder view across all teams |
| Lead Management | Manual follow-ups, missed opportunities | Automated journeys with AI-driven prioritization |
| Marketing ROI | Disconnected campaigns, limited visibility | AI-driven engagement with attribution tracking |
| Finance Operations | Manual tracking, disconnected from sales | Automated invoicing and GST compliance |
| HR & Payroll | Spreadsheet-based processes | Fully digital with statutory compliance |
| Customer Support | Ad-hoc ticketing, no SLA management | SLA-driven omnichannel ticketing system |
The Future-Ready Foundation
Adamson Janny
A Platform for Continuous Innovation
By implementing a comprehensive Zoho One ecosystem, Proelium Learning Solutions successfully transformed its operations into a future-ready, scalable, and intelligent digital platform. The solution created a robust digital backbone that now supports the company’s mission to revolutionize education through technology, AI, and robotics.
What makes this implementation exceptional: Every stakeholder—students, parents, teachers, schools, partners, and employees—now experiences seamless, connected journeys. Leadership can make data-driven decisions with complete confidence, backed by real-time analytics spanning sales, marketing, finance, operations, and HR. This unified platform doesn’t just solve today’s challenges—it creates the infrastructure for tomorrow’s opportunities. As Proelium continues to scale, the integrated Zoho One ecosystem scales with them, adapting to new markets, stakeholder groups, and service offerings without requiring fundamental system changes.
Your EdTech Transformation
Whether you’re managing complex stakeholder ecosystems, scaling operations across geographies, or seeking to unify fragmented systems, the Proelium implementation demonstrates what’s possible with thoughtful digital transformation.
